Attached is our daily Rates 10y Dashboard that identifies dislocations in EM 10y rates markets. In this note, we show that the spread of CE rates to EM is negatively correlated with US rates vol.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
Unlock research summaries
Follow top, independent analysts
Receive personalised alerts
Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.